Director of Finance
Savy & Sons, LLC
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Job summary
Savy Management seeks a Director of Finance to lead financial performance across Savy Management and its operating companies, including Savy & Sons, JWI, and Aligned Elevator. This role blends strategic leadership with hands-on execution, building budgets, KPIs, and scalable financial systems while guiding acquisition integration and capital decisions.
Reporting to the CEO, you will mentor the finance team, deliver actionable insights, and partner with leaders to drive profitability and growth
Qualifications
- 8+ years in accounting/finance with progression.
- 3+ years of finance leadership experience.
- Strong understanding of P&L, Balance Sheet, cash flow.
- Experience with budgeting, forecasting, and cost control.
- Experience in project/service-based industries preferred.
- Experience with multi-entity finance and acquisition integration a plus.
Responsibilities
- Maintain executive visibility into financial performance of Savy Management and all operating companies.
- Monitor revenue, gross profit, gross margin, operating profit, cash, working capital, AR/AP, and other KPIs.
- Lead budgeting, forecasting, and financial planning across the portfolio.
- Develop enterprise KPI frameworks and executive dashboards.
- Lead acquisition integration and Day 1/90/first-year integration priorities.
- Build scalable financial processes and systems for growth.
- Mentor Finance Manager and Finance Coordinator; manage internal controls.
Skills
Tools
Job description
Savy Management is seeking a highly analytical, execution-driven, hands-on Director of Finance to lead financial performance, planning, accountability, and long-term financial infrastructure across Savy Management and its operating companies, including Savy & Sons, JWI, and Aligned Elevator.
Reporting directly to the CEO and serving as a member of the leadership team, the Director of Finance will be responsible for protecting and improving profitability, building annual budgets and forecasts, developing enterprise KPIs and financial scorecards, analyzing company and job‑level performance, leading the finance function, and providing clear financial recommendations that support better business decisions.
This is not a purely advisory finance role. The Director of Finance must be comfortable moving between high‑level strategy and hands‑on execution—building financial models, reviewing project profitability, working inside company systems, coaching the finance team, and driving initiatives from concept through completion.
As Savy Management continues to scale organically and through acquisitions, this role will help build the financial systems, reporting structure, and leadership discipline required to support a growing portfolio of companies.
The ideal candidate thinks like an operator, leads through action, develops people, and turns financial insight into measurable business results.
Savy Management is the centralized management company supporting a growing portfolio of operating businesses, including Savy & Sons, JWI, and Aligned Elevator, with additional operating companies expected through continued growth and acquisition.
Through Savy Management, shared functions including Finance, Human Resources, Systems, Marketing, executive leadership, and back‑office support provide scalable infrastructure to the operating companies.
We are committed to showing up with solutions, exceeding expectations by outperforming yesterday’s success. Our vision is to impact the lives of 500,000 customers by building the future and restoring the past.
We are aligned and transparent in our pursuit of helping every team member achieve their personal, professional, and financial goals through the work we do together.
Our Core Values guide every decision we make: Safety, Aligned, Inspirational, Disciplined, Accountable, Results‑Oriented, and Transparent.
These values guide how we make decisions, serve customers, develop our people, and pursue sustainable growth. The Director of Finance is expected to demonstrate these values through everyday leadership, financial stewardship, communication, and execution.
- Protect and improve profitability across all operating companies.
- Provide the CEO and leadership team with clear, timely, actionable financial insight.
- Own annual budgeting, forecasting, and financial planning to support informed decisions and financial accountability.
- Establish meaningful financial and operational KPIs that drive performance improvement. Build and maintain enterprise KPIs, dashboards, and financial scorecards.
- Analyze profitability by company, division, service line, project, and customer.
- Identify financial risks, inefficiencies, and growth opportunities, and drive corrective action. Identify margin erosion, financial risks, inefficiencies, and improvement opportunities.
- Lead, develop, and hold the finance team accountable for execution and results. Lead, grow, and develop the finance team.
- Support major capital, hiring, equipment, debt, and investment decisions.
- Lead the internal financial integration of future acquisitions.
- Build scalable financial systems, controls, reporting, and acquisition integration processes to support continued growth. Build scalable financial systems, processes, controls, and reporting infrastructure.
Success in this role means:
- The CEO receives clear financial insight and recommendations without having to chase information.
- Leadership understands where the company is making money, losing money, and why.
- Annual budgets are created, actively managed, and used to drive accountability.
- KPIs provide meaningful visibility into company performance.
- Margin erosion and financial risks are identified early.
- Operating leaders understand the financial impact of their decisions.
- Corrective action is taken when businesses, divisions, or projects fall below expectations.
- Major investments are supported by clear financial analysis.
- Acquired companies enter the organization with a defined financial integration and profitability plan.
- The finance team becomes increasingly capable, disciplined, scalable, and independent.
- The CEO gains meaningful leverage and spends less time managing day‑to‑day finance activities.
- Maintain executive‑level visibility into the financial performance of Savy Management and all operating companies.
- Monitor revenue, gross profit, gross margin, operating profit, cash, working capital, AR, overhead, labor efficiency, backlog, and other key financial indicators.
- Analyze profitability by company, division, service line, project, and customer.
- Identify margin erosion, poor pricing, labor inefficiencies, waste, revenue leakage, and other financial concerns.
- Partner with operating leaders to understand the causes behind financial performance.
- Develop recommendations and corrective actions when results fall below expectations.
- Help leadership determine which services, customers, markets, and business lines should be expanded, improved, repriced, or reconsidered.
- Own the annual budgeting process across Savy Management and all operating companies.
- Partner with company and department leaders to develop realistic revenue, labor, expense, headcount, and capital budgets.
- Maintain ongoing forecasting as business conditions change.
- Review Budget vs. Actual results and ensure significant variances are understood and addressed.
- Develop scenario models to support growth, hiring, investment, and operational decisions.
- Review cash‑flow forecasts and identify future liquidity requirements or risks.
- Provide clear financial recommendations to the CEO and leadership team.
The Finance Manager will continue to own core accounting execution, including month‑end close, recurring cash‑flow reporting, AR/AP oversight, job costing, and financial reporting.
- Develop and maintain enterprise financial and operational KPI frameworks.
- Build executive scorecards and dashboards that provide clear visibility into business performance.
- Determine which metrics should be reviewed weekly, monthly, quarterly, and annually.
- Present financial information in practical, understandable business language.
- Identify trends, risks, and opportunities requiring leadership attention.
- Serve as the CEO’s primary internal financial thought partner.
- Challenge assumptions constructively and help leadership make decisions based on facts and data.
- Evaluate significant uses of company capital.
- Provide financial recommendations related to:
- Hiring
- Equipment and vehicles
- Technology
- Facilities
- Debt
- Capital projects
- Expansion
- Acquisitions
- Other major investments
- Analyze expected return, cash impact, payback period, risks, and alternatives.
- Track major investments to determine whether expected financial results are achieved.
- Provide operational leadership, coaching, prioritization, and accountability to the Finance Manager.
- Establish finance‑team meetings, reporting cadences, deadlines, and performance expectations.
- Develop the Finance Manager’s technical, analytical, management, and leadership capabilities.
- Maintain high‑level oversight of accounting operations, financial reporting, cash management, job costing, AR/AP, and internal controls.
- Dive directly into financial systems, reports, spreadsheets, or transactions when necessary to understand or resolve issues.
- Help define future finance staffing needs and build a scalable finance organization.
The Finance Coordinator will continue to support the transactional execution of invoicing, collections, AP, documentation, checks, and recurring finance administration.
During the initial onboarding period, the Director of Finance will provide operational leadership to the Finance Manager while the CEO continues established biweekly one‑on‑one meetings with the Finance Manager and Finance Coordinator.
As the Director demonstrates strong alignment with the company’s Mission, Vision, Core Values, leadership expectations, and management standards, broader direct people‑management responsibility may transition to the Director of Finance.
- Participate in internal planning for future acquisitions alongside the CEO and external acquisition advisors.
- Focus on how acquired companies will integrate financially into the Savy Management structure.
- Build initial budgets, financial KPIs, reporting standards, and profitability expectations.
- Develop Day 1, 30‑day, 90‑day, and first‑year financial integration priorities.
- Coordinate integration into accounting, reporting, cash‑management, and management‑company systems.
- Monitor post‑acquisition performance and identify corrective actions when results differ from expectations.
- Help ensure acquired companies are positioned to operate profitably and successfully within the broader organization.
- Build financial processes and reporting systems that can scale across a growing portfolio of companies.
- Standardize financial management practices where appropriate.
- Strengthen internal controls and financial accountability.
- Improve financial workflows through technology, automation, and AI.
- Develop dashboards and reporting tools that improve leadership visibility.
- Reduce unnecessary manual processes and dependence on tribal knowledge.
- Continuously improve financial systems as the organization becomes larger and more complex.
This role is ideal for someone who:
- Thinks like an operator
- Understands both the numbers and the business activities creating them.
- Is highly execution‑oriented and takes ownership without being asked.
- Can build systems and processes where none currently exist.
- Moves comfortably between strategy and detailed execution.
- Can challenge assumptions and hold leaders accountable while maintaining strong relationships.
- Communicates financial information clearly to non‑financial leaders.
- Enjoys leading, coaching, and developing people.
- Thrives in a growing, entrepreneurial environment.
- Is deeply aligned with the company’s Mission, Vision, and Core Values.
- 8+ years of progressive accounting, finance, Financial planning and analysis, controllership, financial operations, or related experience strongly preferred.
- 3+ years of meaningful finance leadership or team‑management experience preferred.
- Strong understanding of P&L, Balance Sheet, cash flow, working capital, budgeting, forecasting, and financial analysis.
- Demonstrated experience building budgets and financial forecasts.
- Strong experience analyzing gross margin, profitability, cost structure, and business performance.
- Job costing, project profitability, or service‑line profitability experience strongly preferred.
- Strong financial modeling, Excel, and Google Sheets capabilities.
- Experience building KPIs, dashboards, and executive reporting.
- Multi‑entity finance experience is strongly preferred.
- Experience in construction, contracting, infrastructure, elevator, HVAC, mechanical, waterproofing, field service, or another project/service‑based industry is strongly preferred.
- Acquisition integration experience is a plus.
- QuickBooks Online experience preferred; ServiceTitan experience is a significant plus.
- Strong leadership
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